Independent Wealth Management, LLC - Home

At Independent Wealth Management, we care for our clients in the same ways we care for ourselves. We listen to our clients and their goals, then treat them like people not portfolio balances. Independent Wealth Management is more than just a name; it’s how we address our clients’ needs. We empower our clients to feel confident in their financial decisions.

This communication is strictly intended for individuals residing in the states of AL, AR, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, MS, NC, OH, PA, SC, TN, TX, UT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

Securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Independent Bank is not a registered broker-dealer or Registered Investment Adviser. Independent Bank and Commonwealth are separate and unaffiliated entities.